Eos user tips

Making business simple

The new EOS user tips:

Adding a producer (Advisor's name)
Set your profile to have your name & contact information on the illustration.
Creating a report and setting report defaults
Display your illustration report, and set the default report for all future illustrations.
Illustrating an additional product for the same client
Run a new illustration with a different product for the same client.
Underwriting requirements
Display the underwriting requirements or add the list to the report.
Commissions page
Display the projected commissions or add this page to the report.